+342.4%
ALV vs VOO
+817.1%
-474.7%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | +2.6% | +0.1% | +2.5% | +2.5% |
| 30D | +2.4% | +0.1% | +2.4% | +2.4% |
| 3M | -3.3% | +2.0% | -5.3% | -5.7% |
| 6M | +13.3% | +13.0% | +0.3% | -2.1% |
| YTD | +7.9% | +13.6% | -5.7% | -7.4% |
| 1Y | +2.8% | +20.1% | -17.3% | -17.6% |
| 3Y | +37.7% | +77.6% | -39.9% | -32.5% |
| 5Y | +64.7% | +82.4% | -17.8% | -21.3% |
| 10Y | +109.1% | +316.8% | -207.8% | -65.0% |
| All | +342.4% | +817.1% | -474.7% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling